Join us as we celebrate 50 years of empowering our 50 million investor-owners.* Since our founding in 1975, we’ve been on a mission to help investors achieve their goals.

With no outside shareholders to answer to, we make decisions—including keeping investing costs as low as possible—with our clients’ needs in mind. Whether you’re investing for your first house, college for your kids, or a comfortable retirement, you can be confident we’re on your side.

We are a community that thinks—and feels—differently about investing. Together, we’re changing the way the world invests. Let’s celebrate 50 years together.

Community guidelines: vgi.vg/sgl1

*As of January 2025

Industry: Financial Services
Company Size: 10,001+ employees

Vanguard

Savvy Admin PROD

Provides advanced financial advice and complex portfolio management guidance to High Net Worth clients.

Are you a Certified Financial Planner (CFP®) with a passion for transforming lives through expert financial guidance? Vanguard is seeking Wealth Advisors and Senior Wealth Advisors to join our teams in North Carolina, Pennsylvania, Arizona & Texas! This is your opportunity to thrive with competitive compensation, outstanding benefits, and a culture of inclusivity and support. Elevate your career and make a lasting impact with a leader in the financial industry!

As a Wealth Advisor within Vanguard's Advice and Wealth Management division, you will develop tailored strategies that will help our Ultra High Net Worth clients achieve their unique financial goals. You will provide advice using ongoing portfolio management solutions targeting clients and prospects with portfolios of $5-15M in investable assets using Vanguard products and the fullest expression of our wealth management offer.

**Responsibilities**

Wealth Advisors onboard clients and manage a book of business which can include high-profile, and influential individuals and families. By communicating Vanguard’s investment philosophy and making recommendations that consider client suitability, risk tolerance, appropriate saving/spending strategies, Wealth Advisors give our clients the best chance for investment success by providing financial planning solutions using our time-tested research and investment methodology.

Wealth Advisors work in a collaborative team environment, partnering with internal resources to serve client needs and goals related to investment advice, tax strategies, legacy & estate planning, philanthropic giving, and corporate trust services. They also manage trusts, both as an investment manager and when Vanguard serves as corporate trustee, in partnership with internal Trust Administrators

As experts in the advice space, Wealth Advisors promote continuous professional development by maintaining an advanced understanding of financial planning, capital markets and the financial industry and are willing to coach and support their peers.

**Why You'll Love Working Here:**

- Work-Life Harmony: Enjoy a balance between your professional and personal life while making a meaningful impact on our clients' financial well-being.

- Professional Growth: Benefit from a workplace that prioritizes your professional development.

- Inclusive Environment: Thrive in a supportive and inclusive environment where everyone is given a chance to succeed.

**Compensation and Benefits:**

- At Vanguard, we believe in recognizing and rewarding the impact of your contributions. Beyond your competitive salary, we offer a comprehensive benefits package designed to support your financial, health, and overall well-being.

- Performance Bonus: We reward your hard work and dedication with opportunities for performance bonuses.

- Partnership Plan: Our Partnership Plan is an annual cash award tied to our collective company performance and client outcomes. When we succeed together, we all share in the rewards.

- Merit-Based Salary Increases: Your achievements and contributions are recognized through merit-based salary increases.

To learn more about our benefits, visit: https://www.vanguardjobs.com/benefits-rewards/

**Qualifications**

- CFP® designation required. Additional certifications such as the CFA, CTFA or CPA preferred.

- This job requires a Series 7, 63 or 66 regulatory license and/or registration (e.g. FINRA, state, SFC) as well as the SIE or ability to acquire once in the role. These will be determined by Compliance based on role-specific duties.

- 7+ years of financial advice, financial planning, book of business management and relationship management.

- Experience applying trust and estate planning knowledge to help preserve client’s wealth

- In-depth knowledge of financial planning, investment strategies, and industry regulations.

- Excellent written and verbal communication skills, including strong executive presence when interacting with clients and representing Vanguard at conferences and/or client visits

**Considerations**

- Occasional travel may be required to Vanguard clients, sites, or local/national professional conferences.

- Relocation is available to those who qualify.

- This role follows a hybrid working model. We are in the office Tuesday-Thursday and work remotely Monday & Friday.

Are you ready to take the next step in your career? We look forward to reviewing your application and learning more about you!

**Special Factors**

**Sponsorship**

Vanguard is not offering visa sponsorship for this position.

**About Vanguard**

At Vanguard, we don't just have a mission—we're on a mission.

To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.

**How We Work**

Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

Senior Wealth Advisor

At Vanguard, our core purpose is to take a stand for all investors, to treat them fairly, and to give them the best chance for investment success. We put our investors first in all we do, and because of it, our clients have entrusted $12 trillion of their hard-earned savings to us.

Financial Advisor Services (FAS) provides services and investment products, such as exchange-traded funds (ETFs) and mutual funds, to Vanguard's financial advisor clients. FAS serves broker-dealers, asset managers, bank trust departments, registered investment advisors, and insurance companies, both at an advisor and home office level.

Financial Advisors are challenged by an ever-changing market environment and seek our partnership in driving better investment outcomes for their clients. Our team of experts provide comprehensive analysis and perspectives to help Advisors make sense of the current market and economic environment and identify and address portfolio construction challenges. We continue to experience significant demand from Advisors and Sales, and these roles represent an expansion of our team. Ideal candidates will possess strong investment acumen, excellent communication and relationship management skills, and the desire to positively impact the professional development of portfolio analyst crew.

We are seeking a Senior Portfolio Strategist to help our most sophisticated advisory clients build better portfolios and improve outcomes for clients.

**NOTE: ** Will also consider remote work locations in the United States.

**What It Takes**

- Advises financial advisor clients on asset allocation, portfolio construction, and fund selection decisions. Consults with clients to develop or adapt investment policy statements.

- Communicates with clients to provide investment strategies to achieve client's goals. Identifies the appropriate risk tolerance, discuss appropriate savings or spending strategies and provide additional financial planning solutions as needed. Communicates with clients about investment products.

- Conducts investment reviews and shares findings and recommendations with clients and related governing bodies.

- Collaborates with internal partners to develop and deliver targeted client strategies, ensure a cohesive client experience, and maximize adoption and effective application of Vanguard services. Participates in the business development process.

- Represents the department's viewpoint when collaborating with internal partners to develop and enhance Vanguard's advisory and investment methodology and portfolio strategies. Acts as a liaison to senior management and other divisions.

- Serves as an internal and external subject matter expert on the investment and client industries, market conditions, competitors, and compliance, regulatory, and departmental policies and procedures. Contributes to the development of Vanguard's external publications and presents at conferences and client events.

- Coaches, collaborates, and provides insight and direction to less experienced crew and internal partners.

- Participates in special projects and performs other duties as assigned.

**Qualifications**

- 10+ year’s related experience in the Financial Services industry or client services.

- Undergraduate degree or equivalent combination of training and experience.

- Strong investment acumen: experience demonstrating deep knowledge of portfolio construction, including asset allocation, sub asset allocation, and product selection

- Excellent communication & relationship management skills: ability to deliver comprehensive portfolio reviews clearly & credibly to sophisticated financial advisors and influence their portfolio construction decision making process; ability to build trust with Vanguard Sales teams and advisors

- Knowledge of intermediary industry: broad understanding of the industry landscape plus an appreciation of practical challenges/constraints facing financial advisors across channels

- FINRA Series 7 & 63.

**Special Factors**

- CFA or CFP is highly preferred.

**Special Factors**

**Sponsorship**

Vanguard is not offering visa sponsorship for this position.

**About Vanguard**

At Vanguard, we don't just have a mission—we're on a mission.

To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.

**How We Work**

Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

Senior Portfolio Strategist

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